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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,967 | $165,381-53.5% | $149,730-48.6% | $158,966-51.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 26.53% | 348.29%-321.8pp | 276.70%-250.2pp | 302.95%-276.4pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,889 | $7,182-59.8% | $6,843-57.8% | $5,983-51.7% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |